Peritus Investment Consultancy has acquired a vast array of expertise in the field of investment manager and private banking analysis.
• Objective / Risk profiling: Full strategic and behavioural profiling of the objectives of the various pools of family offices.
• Strategic asset allocation: Comparison of family long term investment objectives with desired allocation aligned with gap analysis to identify areas which need to be addressed for the future.
• Asset class review consideration: Comprehensive review of all asset classes, suitability and fit.
• Comprehensive review of incumbent investment managers, cross referenced to the desired investment profile and strategic allocation. Areas of omission or where superior investment managers can be identified will be brought to the beauty parade.
• Beauty Parade process: Host every aspect of the search and selection process.
• Consolidated family office reporting: Customised reporting tailored for each family in a simple and easy to read format.
• Family Office structure / Risk management assessment: Assess every aspect of family office requirements, ranging from custodial, institutional risks, fee / MIFID II fee analysis and investment portfolio overlap, risk management.
• Investment Policy Statement: Design and implementation
• Investment Committee – Provision of core members and expertise
• Family Investment Education personal development.
